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Short sellers create stories to drive down stock prices. They have no interest in real issues because these issues can be fixed which could be positive news
who cares? it's over, he paid his fine!
Musclepharm doesn't smell of steroids..
Actually, Musclepharm has made it very clear that is DOES NOT intend to sell any banned substances....so this topic is completely bizarre and irrelevant.
Let's talk about real issues and real opportunies as well because there plenty of them.
There are too many short sellers and insider dilution enablers on this board.
I'm definitely not short...but, I'm not happy with the way things are going right now and I know that being silent isn't the way to go.
The past doesn't interest me....so, if I see things change for the better in 2015, i have moved on..
The Deluca brothers made Musclepharm happen. Without them, Musclepharm wouldn't exist today...so, I don't know why anybody would bring them up? I would rather see them running Musclepharm than Brad.
Explanation to why I expect the stock to appreciate if there isn't any non existential dilution in 2015.
First, it excuses the excessive dilution in 2014, almost entirely. Fear of excessive dilution will go away, and investors will focus on fundamentals instead.
Second, it secures that future capital raises will be priced well and it protects us against Frost liquidating a busted out company as a bondholder
Something gotta give in 2015, we cannot continue down this same path for much longer..
I described the situation right now...The ordinary shareholders are the ones trading the stock actively while the private placements are the ones feeding the animal if necessary.
We were given the impression that Brad wouldn't do more rounds of financing after last years rounds with all the share buybacks...but now it seems like he did too much of that.
Raising capital at $10 and then buying back stocks at $7-8 makes little sense to me. Then later buying back more stocks at $10.
Why would you do all that being a company with limited financial resources. The stock price tells little about what the company is worth at any given time...it ain't worth anything with no money.
IMO, Brad needs to stop being so damn greedy. He needs to stop gambling with the company's cash holding and he needs to stop issuing more stocks than absolutely necessary. We don't need a Musclepharm 3.0!
There are two kinds of shareholders in Musclepharm:
First kind of shareholders are insiders and endorsers that are granted stocks in exchange for their services to the company.
The other kind of shareholders are select investors that participate in private placements into Musclepharm as well as ordinary shareholders that trade the stock actively.
Musclepharm wouldn't exist without select investors and ordinary shareholders, period. Brad would never have been able to finance his adventure with a bank loan....so he needs the ordinary shareholders to give the stock a value and he needs the big boys to put their money into Musclepharm as needed.
Also, Musclepharm wouldn't be what it is today without the services of insiders and endorsers. Brad doesn't have much financing flexibility, so he issues stocks to pay for these services as needed.
The problem here is that the select investors and ordinary shareholders might stop buying what insiders and endorsers are selling if they feel they are being overcharged going forward....as acknowledged by Brad at the conference call. "Investors are not buying what we are selling right now"
I wonder why any other investor would object to what I'm writing? unless the investor receives free stocks
I own almost 20,000 Musclepharm shares and I will keep on writing my views as long as it pleases me
If $15 million worth of company value was taken from shareholders imo, what's wrong with objecting to that?
If you don't agree with my objections...please argue against them...it's a free country
1.45 million stocks were issued for no reason whatsoever.
An employee compensation plan of 500,000 stocks would have been plenty and in line with whats normal in the industry.
There was no need to sign Tiger Woods, he is not a good brand ambassador imo.
Had Musclepharm been more wise with protecting the share value, the stock would be worth a whole lot more today, even if it hadn't bought back any stocks....The stock is being heavily diluted, the company is under-capitalized and the company is associated with the wrong person....that is a big problem.
Morale: Don't think it's easy to be Ceo!
Tiger Woods branded goods would sell at Walmart. To compete with Body Fortress and Six Star he might be okay.Tiger Woods is not a huge star anymore though, so it could backfire for Musclepharm letting the brand be associated with him.
I was a little too optimistic, claiming that Tiger Woods could make Musclepharm's stock double. Most likely it is negative to be associated with somebody controversial that was a star a decade ago.
I definitely wouldnt sign anybody to my team that wasn't appropriate for larger companies.
This software compiles price, assortment, social media data etc of competitors and compare them to your data so that you can match and respond to competitors in best possible fashion.
It's useful I guess if it does what it promises to do.
and the stock is down 3.33%....so, there is not so much to cheer about.
At least Andrew Lupo buys around 10% of what he has received and at least he is classy enough to let his wife have some shares too....not the usual conduct at Musclepharm.
Musclepharm is a large operation if you look at it's employee compensation....it's as large as Monster Beverage and Tiffany's and Co.
employees buy a few thousand shares after receiving 1.5 million shares....is that a good or bad sign for long term investors?
first, none of these employees can afford buying 10% of the shares they receive. second, they have no intention buying 10% because it's too risky.
They only buy because they want the insider trading to appear in penny stock newsletters.
sounds like some bs to me...never heard of this software.
Musclepharm needs to cut operating costs with 30%...There is no need for so many employees to run a protein company...there gotta be ways to become more efficient.
stock buybacks are for established companies that got too much cash...it's an alternative to dividends.
Musclepharm cannot afford buying back stocks...and doing so sends a bad message....
Even if the stock is thought to be 30% undervalued, it just isn't worth buying back stocks until Musclepharm's financial situation is better. It's going in circles...as issuing new stocks to Phillip Frost and others would have to be a discount.
I don't understand how anybody can be that stupid with CEO as job title.
the insider trading is pulling down the stock...it's simply too little too late.
30 days from now?....what is a guidance worth when the period the guidance was meant for is over?
that won't be a guidance, that will be an obituary.
Tiger Woods' TW logo could drive sales....the question is whether Tiger Woods may use it.
It would be profitable for Tiger Woods to do so...he could double the stock price and earn royalties.
"It takes money to make money"...Musclepharm should trademark that sentence.
If Musclepharm was a real company, it would build a new manufacturing facility from scratch. I just don't see any greenfield investment being realistic with the current management team.
Brad has a history of issuing stocks. So, most likely, Musclepharm will buy one of the existing contract manufacturers or buy some other contract manufacturer and finance the purchase with a pipe deal...
Brad is a very predictable guy.
how are they gonna achieve increased scale when they got no manufacturing?
Having regional warehouses reduces shipping times locally, but it doesn't reduce operating costs much. This is the distinction between being effective versus being efficient...you need to be both.
Brad has been too busy buying back stocks with the raised capital to cover part of the excessive employees compensation...So, the dilution has drained the company of money meant for capital expenditures...tell me how brilliant that is!
There is no other option left than dilution through pipe deals going forward and there is no other choice than investors and board members pressuring for the replacement of Brad Pyatt to save the company.
Musclepharm shouldn't have entered Walmart without manufacturing facility of it's own....I believe that was a huge mistake. Musclepharm doesn't have what it takes to compete on price and be profitable at the same time.
I'm cool with the idea of selling weak protein powders at Walmart but these products shouldn't be sold at GNC too...it simply makes no sense to me.
When it comes to Sam's Club...I'm fine with the Idea of selling same products there as at GNC...as bulk buyers expect highest quality for a discount
it's possible that Brad and Cory won't make it till second half of next year....The thing they started has really outgrown them imo...Running a company with $200 million revenue is exclusively meant for the big boys.
SEC Investigation, signing of Tiger Woods, lack of profitability and an unrealistic employee compensation plan that 25% of shareholders voted against at AGM....all this point to an exit of Brad....so, I think being long makes more sense at this point in time than ever before.
There is a solid platform for building a real company here....all it takes is a seasoned Ceo with experience from the food and beverage industry. Musclepharm is getting way over the head for Brad, he would really do himself and others a favor by letting somebody else take the lead here.
if I were shorting the stock, I would not talk about irrelevant stuff.
when it comes to the relationship between bodybuilding.com and musclepharm, it looks like they both used each other for each their own benefit.
Overall, everything evens out and it's over...I would worry about the real issues that Musclepharm faces today.
I worry about the need for capital, the excessive dilution and the chance of survival for Musclepharm. What the Deluca brothers were sentenced for is irrelevant. The Deluca brothers were quite so wealthy before they met Brad and Cory...as they sold a controlling stake of bodybuilding.com to Liberty Media for more than $100 million.
What is going to happen to Fuse Science's products after the reorganization? I believe Fuse Science borrowed money from Musclepharm...so I wondered if Fuse was going to hand over all it's products to Musclepharm?
With the Tiger Woods deal, Musclepharm can keep the old packaging...Most likely it wont contribute more than $100,000 in revenue per quarter though....but a whole lot better than nothing.
Issaquah sounds like a good place to get stoned...
Costco doesn't care as this is old news.
Musclepharm can fix a lot of the problems fast if it wanted to.
First, I think Brad needs to be advised a whole lot better....he needs a better support team....Musclepharm is moving into big box retailing which is a necessary move...but it has to be done right going forward.
second, a lot of people need to be demoted...characters like Cory, that might be useful and a hell of a buddy, but not somebody making plus $1 million a year....He kept his old gym and the stock might appreciate, so Im sure he will be fine with $150,000 a year. What he makes now makes no sense whatsoever, it's more like an emotional award, than it got anything to do with his contribution to the company at this stage.
You got talented people that write social media messages for endorsers and Musclepharm....Cory can be paid for having his name mentioned being one of the founders...but it's not worth $1 million.
the business connections of a company got little interest to others.
Post Holdings Ceo has been promoting Herbalife in public and he has hired some beverage industry analyst that promoted Herbalife. Herbalife is not an ethical operation, so anybody supporting it is per definition unethical.
if you don't get much of an effective organization and no manufacturing what is it then worth?
I see $200 million as a fair acquisition price as of today, later it might be worth substantially more or less...time will tell.
I feel that it is getting obvious that Brad relies too little on real experts and too much on some trivial sales philosophy from bodybuilding.com...He compensates everybody like they are geniuses when in fact that is far from the truth.
Lots of products are pushed out the door as emphasis is on sales, but profitability, efficiency and the formulation of a long term strategy is lacking.
there is no guarantee that Musclepharm will ever make it...my investment and others might go to zero as well.
Apart from the Johnny Manziel deal, everything has been screwed up this year.
$200 million is a fair price for Musclepharm in an acquisition as of today.
There is currently too much of a management risk to believe in a higher value of Musclepharm.
The company's management doesn't act like the company is under SEC investigation, got limited cash or is a public company.
The management makes an expensive and dilutive bet on Tiger Woods while issuing way too many shares to employees....
Also, the company's pricing and branding strategy for Arnold Iron across different channels is completely broken.
there is little institutional support with the current dilution and the outrageous Schiff comparison during the conference call....
Schiff was bought for an unseen amount of money only because it had some unique blockbuster supplements with their own brands...MegaRed etc.
Musclepharm doesn't any unique blockbuster products to mention really...so, the comparison is completely out of place.
Selling nothing else than cheese protein powder in nice looking containers....what's so special about that? anybody can do that. Just look at Beast Nutrition from Boca Raton, Florida....the packaging looks very similar to Musclepharm...and the products are about the same.
I don't really see what HIV researchers are gonna do for Musclepharm in terms of developing unique supplement products...It looks like the Science Center is some part time gig for some researchers of another company....I will have to look further into that matter by googling the individuals in question.
0 shares for Brad in 2015 are worth $13 million if stock price doubles....so, it's not always worth being greedy.
not only that, it could secure he gets anything at all....a stock may become worthless
The liability of a corporation is limited to the company, meaning it can always go to zero if things get tough and cash runs out.
Reputation matters....Diluting a stock excessively is not creating value to shareholders, so shareholders will punish
I still don' understand why there aren't two lines of Arnold branded products?
Bellator_exec got a point. Why would you sell the same product for half the price through one channel compared to another?
Online and big box retailers typically got similar price levels, while specialty retailers sell at substantially higher prices..
Therefore, the best strategy would be to extend the brand.
There should be an Arnold white label brand exclusively for specialty retailers and wholesales warehouses with better ingredients and better margins for Musclepharm.
The current product is considered weak by many of the gym rats according to Bellator_exec's investigation into the matter....they pretty much think that Musclepharm sucks after being ripped off at GNC.
Muscletech doesn't sell the same products through Walmart and GNC....Six Star is for Walmart, while Muscletech is for GNC.
Six Star used to be sold at GNC until 2011 when it was discontinued there.
Is Musclepharm getting closer to a cure against HIV?
I need to know for various reasons...
http://musclepharm.com/athletes/sports-science-center/research/team/patricia-ware/
http://musclepharm.com/athletes/sports-science-center/research/team/michael-r-stevens-ph-d/
http://musclepharm.com/athletes/sports-science-center/research/team/mariel-selbovitz-mph/
http://musclepharm.com/athletes/sports-science-center/research/team/james-sapirestein-ph-d/
Some claim smoking weed is good against HIV. The big question is whether smoking weed can make a company turn a profit?
Musclepharm lacks business ethics as much as it lacks standards for corporate governance.
Just look at this board, there is a link to a video from Fox Business ..which it is not! It's a paid stock promoter video.